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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,561 | $148,623-55.2% | $135,974-51.0% | $139,466-52.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 37.27% | 79.30%-42.0pp | 68.30%-31.0pp | 373.66%-336.4pp |
| Employer contribution / active EE | $20,375 | $5,246+288.4% | $4,859+319.3% | $4,754+328.6% |
| Participant deferral / active EE | $12,005 | $8,103+48.2% | $7,760+54.7% | $6,712+78.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |